Zacks Research Issues Negative Outlook for UPS Earnings

United Parcel Service, Inc. (NYSE:UPS) – Stock analysts at Zacks Research reduced their Q1 2026 EPS estimates for shares of United Parcel Service in a research report issued on Tuesday, May 13th. Zacks Research analyst M. Basu now expects that the transportation company will post earnings per share of $1.38 for the quarter, down from their previous estimate of $1.50. The consensus estimate for United Parcel Service’s current full-year earnings is $7.95 per share. Zacks Research also issued estimates for United Parcel Service’s Q4 2026 earnings at $2.79 EPS.

UPS has been the subject of several other research reports. StockNews.com lowered shares of United Parcel Service from a “buy” rating to a “hold” rating in a research note on Wednesday, May 7th. Stifel Nicolaus reduced their price objective on shares of United Parcel Service from $145.00 to $124.00 and set a “buy” rating for the company in a research note on Wednesday, April 30th. The Goldman Sachs Group reduced their price objective on shares of United Parcel Service from $166.00 to $147.00 and set a “buy” rating for the company in a research note on Friday, January 31st. Wolfe Research reduced their price objective on shares of United Parcel Service from $133.00 to $113.00 and set an “outperform” rating for the company in a research note on Wednesday, April 9th. Finally, UBS Group reduced their price objective on shares of United Parcel Service from $141.00 to $127.00 and set a “buy” rating for the company in a research note on Thursday, April 3rd. Two investment analysts have rated the stock with a sell rating, thirteen have issued a hold rating, eleven have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, United Parcel Service currently has a consensus rating of “Hold” and an average target price of $120.87.

United Parcel Service Trading Up 0.6%

Shares of UPS stock opened at $100.26 on Thursday. The company has a 50 day moving average of $102.66 and a 200-day moving average of $117.95. The company has a quick ratio of 1.14, a current ratio of 1.17 and a debt-to-equity ratio of 1.16. United Parcel Service has a 12-month low of $90.55 and a 12-month high of $150.03. The firm has a market cap of $85.64 billion, a P/E ratio of 14.83, a PEG ratio of 1.55 and a beta of 1.23.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, April 29th. The transportation company reported $1.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.38 by $0.11. United Parcel Service had a net margin of 6.35% and a return on equity of 39.13%. The company had revenue of $21.50 billion during the quarter, compared to analyst estimates of $21.25 billion. During the same quarter last year, the business posted $1.43 EPS. United Parcel Service’s quarterly revenue was down .9% compared to the same quarter last year.

Institutional Trading of United Parcel Service

A number of hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. lifted its holdings in shares of United Parcel Service by 1.5% during the 1st quarter. Vanguard Group Inc. now owns 66,136,226 shares of the transportation company’s stock worth $7,274,323,000 after acquiring an additional 999,832 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in United Parcel Service by 7.7% in the first quarter. Charles Schwab Investment Management Inc. now owns 25,045,472 shares of the transportation company’s stock worth $2,754,751,000 after purchasing an additional 1,780,807 shares during the last quarter. Geode Capital Management LLC lifted its stake in United Parcel Service by 2.7% in the fourth quarter. Geode Capital Management LLC now owns 15,704,334 shares of the transportation company’s stock worth $1,979,695,000 after purchasing an additional 414,710 shares during the last quarter. Franklin Resources Inc. lifted its stake in United Parcel Service by 15.6% in the fourth quarter. Franklin Resources Inc. now owns 10,979,909 shares of the transportation company’s stock worth $1,384,567,000 after purchasing an additional 1,484,452 shares during the last quarter. Finally, FMR LLC lifted its stake in United Parcel Service by 2.5% in the fourth quarter. FMR LLC now owns 10,895,828 shares of the transportation company’s stock worth $1,373,964,000 after purchasing an additional 268,278 shares during the last quarter. 60.26% of the stock is owned by institutional investors.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 5th. Stockholders of record on Monday, May 19th will be issued a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.54%. The ex-dividend date of this dividend is Monday, May 19th. United Parcel Service’s dividend payout ratio is currently 95.63%.

About United Parcel Service

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.